Client Experience Banking Advisor

Bank of America; Orlando (FL); On-site; USD 38,000 - 60,000; Full time

Job summary

Bank of America in Orlando seeks a full-time teammate to greet clients in-branch, educate on self-service options, and accurately process cash transactions. You will engage clients to understand their financial goals and connect them with appropriate solutions, while upholding risk controls and regulatory requirements.

The role emphasizes building relationships, delivering excellent client experiences, and collaborating with experts in lending, investments, and small business services.

Qualifications

• Engages clients to understand needs and provide financial solutions.
• Excellent communication and interpersonal skills.
• Strong problem-solving and decision-making abilities.
• Ability to learn banking platforms and self-service tools.
• Compliance with laws and bank policies.

Responsibilities

• Executes risk culture and drives operational excellence.
• Builds client relationships to meet financial needs.
• Follows processes to do what is right for clients and the bank.
• Grows knowledge by partnering with experts in small business, lending, investments.
• Manages center traffic, appointments, and outbound calls.
• Drives client experience.
• Manages cash responsibilities.

Skills

Adaptability

Business Acumen

Customer and Client Focus

Oral Communications

Problem Solving

Account Management

Client Experience Branding

Client Management

Client Solutions Advisory

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

High School Diploma or GED

Bachelor’s Degree or business-relevant Associate’s Degree

Job description

Bank of America in Orlando seeks a full-time teammate to greet clients in-branch, educate on self-service options, and accurately process cash transactions. You will engage clients to understand their financial goals and connect them with appropriate solutions, while upholding risk controls and regulatory requirements.

The role emphasizes building relationships, delivering excellent client experiences, and collaborating with experts in lending, investments, and small business services.